-29.9%
INTU vs PFG
+72.1%
-102.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.7% | -2.1% | -3.1% |
| 7D | +0.1% | -0.6% | +0.8% | +0.4% |
| 30D | +15.4% | +2.0% | +13.4% | +14.6% |
| 3M | +6.6% | -3.2% | +9.7% | +7.7% |
| 6M | -11.3% | +10.9% | -22.2% | -15.0% |
| YTD | -47.7% | +28.8% | -76.6% | -52.8% |
| 1Y | -47.0% | +39.2% | -86.2% | -53.7% |
| 3Y | -29.9% | +75.0% | -105.0% | -46.0% |
| All | -29.9% | +72.1% | -102.0% | -46.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded PFG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling